Create an Active Leads Smart List in Zendesk Sell
How can I create an Active Leads smart list in Zendesk Sell?
Creating an Active Leads smart list in Zendesk Sell involves a few simple steps. First, click the Leads icon in the sidebar and create a new smart list in the deals Working Center of your Leads. Admins can also create templates for other users.
Next, add columns such as Lead name, Company, and Status, ensuring to filter out unqualified leads. You can also filter by Ownership to see leads you own or those of multiple users. Additional columns like Days Since Last Communication and Next Task help keep track of lead activities. Once you've added all necessary fields, name your smart list and click Save.
More related questions
What is the purpose of the Active Leads smart list in Zendesk Sell?
The Active Leads smart list in Zendesk Sell helps you manage and report on leads that are currently active in your account. This list allows sales reps to focus on their own leads, while sales team managers can view all active leads. By adding…
What columns should I include in my Active Leads smart list?
When setting up your Active Leads smart list, it's important to include columns that provide a comprehensive view of your leads. Essential columns include Lead name, Company, and Status, with a filter to exclude unqualified leads. You should also…
Can I customize the Active Leads smart list for my sales team?
Yes, the Active Leads smart list can be customized to fit the needs of your sales team. Admins have the ability to create smart list templates that other users can add to their accounts. This allows for a tailored approach where sales reps can…
What are some additional fields to consider for the Active Leads smart list?
In addition to the essential columns, there are several other fields you might consider adding to your Active Leads smart list. Including the Email address and Phone number fields ensures you have the necessary contact information for communication…
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